Purchases and Sales Made in Q4 2024 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 3.42% |
$16.5K - $17.6K
|
878
$551K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
29+ 2.45% |
$16.5K - $17.6K
|
1.21K
$762K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
29+ 0.97% |
$16.5K - $17.6K
|
3.01K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
29+ 3.22% |
$16.5K - $17.6K
|
929
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
29+ 5.74% |
$16.5K - $17.6K
|
534
$335K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
29+ 0.1% |
$16.5K - $17.6K
|
28.2K
$17.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
28+ 0.21% |
$15.9K - $17K
|
13.6K
$8.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
28+ 1.77% |
$15.9K - $17K
|
1.61K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
27+ 1.69% |
$15.3K - $16.4K
|
1.63K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
27+ 0.97% |
$15.3K - $16.4K
|
2.82K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
27+ 0.01% |
$15.3K - $16.4K
|
197K
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
27+ 0.28% |
$15.3K - $16.4K
|
9.52K
$5.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
26+ 1.28% |
$14.8K - $15.8K
|
2.06K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
26+ 0.4% |
$14.8K - $15.8K
|
6.5K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
26+ 0.44% |
$14.8K - $15.8K
|
5.94K
$3.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
26+ 0.5% |
$14.8K - $15.8K
|
5.25K
$3.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
26New |
$14.8K - $15.8K
|
26
$16.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
25+ 0.3% |
$14.2K - $15.2K
|
8.24K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
25+ 1.7% |
$14.2K - $15.2K
|
1.5K
$939K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.14% |
$14.2K - $15.2K
|
17.8K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
25+ 0.71% |
$14.2K - $15.2K
|
3.53K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
25+ 0.52% |
$14.2K - $15.2K
|
4.81K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
25+ 0.83% |
$14.2K - $15.2K
|
3.03K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
25+ 4.24% |
$14.2K - $15.2K
|
615
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
BUY
|
- |
25+ 1.11% |
$14.2K - $15.2K
|
2.28K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
25+ 2.88% |
$14.2K - $15.2K
|
893
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$13.6K - $14.6K
|
8.86K
$5.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
24+ 3.73% |
$13.6K - $14.6K
|
667
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
24+ 0.14% |
$13.6K - $14.6K
|
16.6K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
24+ 0.6% |
$13.6K - $14.6K
|
4K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
24+ 0.13% |
$13.6K - $14.6K
|
17.9K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
24+ 0.46% |
$13.6K - $14.6K
|
5.2K
$3.27M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
24New |
$13.6K - $14.6K
|
24
$15.1K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
24+ 2.94% |
$13.6K - $14.6K
|
841
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
23+ 2.93% |
$13.1K - $14K
|
808
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
23+ 0.53% |
$13.1K - $14K
|
4.39K
$2.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
23+ 6.39% |
$13.1K - $14K
|
383
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 1.52% |
$13.1K - $14K
|
1.53K
$963K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
23+ 1.37% |
$13.1K - $14K
|
1.7K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
23+ 0.28% |
$13.1K - $14K
|
8.32K
$5.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
22+ 0.3% |
$12.5K - $13.4K
|
7.44K
$4.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
22+ 0.3% |
$12.5K - $13.4K
|
7.48K
$4.7M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
22+ 1.65% |
$12.5K - $13.4K
|
1.35K
$850K
|
|
|
Feb 13, 2025
Q4 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
22+ 4.85% |
$12.5K - $13.4K
|
476
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
21+ 2.61% |
$11.9K - $12.8K
|
827
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
21+ 0.88% |
$11.9K - $12.8K
|
2.41K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
21+ 1.15% |
$11.9K - $12.8K
|
1.85K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
21+ 2.15% |
$11.9K - $12.8K
|
996
$626K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
20+ 0.73% |
$11.4K - $12.2K
|
2.76K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
20+ 0.34% |
$11.4K - $12.2K
|
5.93K
$3.72M
|